Becky S Shulman

CIK 1207365 · View on SEC EDGAR ↗

Insider

First SEC filing: Oct. 3, 2016 · Latest: Oct. 3, 2016

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Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 23 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

23 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Feb. 24, 2026	CASH	A	1,650	—	—	30,099 Direct	+5.80%	Acquired	(price as of 2026-08-21)
Feb. 25, 2025	CASH	A	1,950	—	—	28,449 Direct	+7.36%	Acquired	(price as of 2026-08-21)
March 1, 2024	CASH	A	2,950	—	—	26,499 Direct	+12.53%	Acquired	(price as of 2026-08-21)
Feb. 27, 2024	CASH	A	2,950	—	—	23,549 Direct	+14.32%	Acquired	(price as of 2026-08-21)
Feb. 28, 2023	CASH	A	2,950	—	—	23,549 Direct	+14.32%	Acquired	(price as of 2026-08-21)
Feb. 23, 2022	CASH	A	2,800	—	—	20,599 Direct	+15.73%	Acquired	(price as of 2026-08-21)
Feb. 23, 2021	CASH	A	2,700	—	—	17,799 Direct	+17.88%	Acquired	(price as of 2026-08-21)
Feb. 25, 2020	CASH	A	3,350	—	—	15,099 Direct	+28.51%	Acquired	(price as of 2026-08-21)
Jan. 30, 2019	CASH	A	5,050	—	—	11,749 Direct	+75.38%	Acquired	(price as of 2026-08-21)
Jan. 22, 2018	CASH	A	1,300	—	—	2,233 Direct	+139.34%	Acquired	(price as of 2026-08-21)
Jan. 23, 2017	CASH	A	750	—	—	933 Direct	+409.84%	Acquired	(price as of 2026-08-21)
Sept. 30, 2016	CASH	A	183	—	—	183 Direct	—	Acquired	(price as of 2026-08-21)
Sept. 28, 2011	LPLA	P	20,000	—	—	20,000 Direct	—	Acquired	(price as of 2026-08-21)
July 2, 2009	HRB	A	5,895	—	—	35,565 Direct	+19.87%	Acquired	(price as of 2026-08-21)
July 2, 2009	HRB	F	241	—	—	35,324 Direct	-0.68%	Disposed	(price as of 2026-08-21)
July 2, 2009	HRB	A	105,714	—	—	105,714 Direct	—	Acquired	(price as of 2026-08-21)
June 30, 2009	HRB	F	1,202	$17.23	$20,710	29,670 Direct	-3.89%	Disposed	204.6% (price as of 2026-08-21)
June 30, 2009	HRB	A	3,592	$17.23	$61,890	30,872 Direct	+13.17%	Acquired	204.6% (price as of 2026-08-21)
July 3, 2008	HRB	A	96,401	—	—	96,401 Direct	—	Acquired	(price as of 2026-08-21)
Dec. 3, 2007	HRB	A	10,275	$19.46	$199,952	25,920 Direct	+65.68%	Acquired	169.7% (price as of 2026-08-21)
June 30, 2005	HRB	A	10,000	—	—	10,000 Direct	—	Acquired	(price as of 2026-08-21)
June 30, 2005	HRB	A	2,000	$58.35	$116,700	6,619 Direct	+43.30%	Acquired	79.9% (price as of 2026-08-21)
June 30, 2004	HRB	A	8,000	—	—	8,000 Direct	—	Acquired	(price as of 2026-08-21)
June 30, 2004	HRB	A	3,000	$47.68	$143,040	4,500 Direct	+200.00%	Acquired	120.1% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
Sept. 28, 2011	LPLA	Option to purchase common stock	Common (20,000)	$25.17	Sept. 28, 2021	20,000	Acquired
July 2, 2009	HRB	Call Option to Purchase	Common Stock (105,714)	$16.89	July 2, 2019	105,714	Acquired
July 3, 2008	HRB	Call Option to Purchase	Common Stock (96,401)	$21.81	July 3, 2018	96,401	Acquired
June 30, 2005	HRB	Call Option to Purchase	Common Stock, without par value (10,000)	$58.35	June 30, 2015	10,000	Acquired
June 30, 2004	HRB	Call Option to Purchase	Common Stock, without par value (8,000)	$47.68	June 30, 2014	8,000	Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 9 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
Oct. 3, 2016	CASH	Common Stock	0	Direct
Dec. 5, 2007	HRB	Common Stock, without par value	15,645	Direct
Dec. 5, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (20,000)	20,000	Direct
Dec. 5, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (20,000)	20,000	Direct
Dec. 5, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (16,000)	16,000	Direct
Dec. 5, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (16,000)	16,000	Direct
Dec. 5, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (20,000)	20,000	Direct
Dec. 5, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (31,405)	31,405	Direct
Dec. 5, 2007	HRB	Call Option to Purchase→ Common Stock, without par value (41,945)	41,945	Direct